Key Points ・529 plans are no longer just for college degrees. New federal rules allow 529 plan withdrawals for credentialing, ...

529 funds must be converted by paying the amount directly to a Roth IRA — you can’t pay yourself and then deposit the money into the Roth IRA later. You can contribute to a Roth IRA only if you have ...

You can roll over your unused 529 dollars into a Roth IRA or ABLE account, but there are limits. One common concern is oversaving.

Financial advisors get these 529 plan questions from clients planning for college costs, from ownership transfers to Roth ...

Pennsylvania Treasurer Stacy Garrity is encouraging residents seeking last-minute gifts for children to consider education ...